Financial planning and advice in Stockbridge, Massachusetts

Berkshire Money Management is a finance institution located at 72 Stockbridge Road in Great Barrington, Massachusetts, United States. They specialize in helping individuals who are going through major financial transitions such as retirement, selling a business, or receiving an inheritance. They offer comprehensive financial planning services to ensure their clients' long-term financial security. The firm is dedicated to creating and executing personalized financial plans for each client, handling all aspects of their financial lives. One client testimonial shared their positive experience with Berkshire Money Management after feeling ignored by their previous financial advisor. The firm offers real-life case studies to showcase their successful client relationships while maintaining anonymity. They also provide resources such as a chapter from "Don’t Run Out of Money in Retirement," a guide by veteran money manager Allen Harris that helps individuals increase income, avoid taxes, and preserve their assets. Berkshire Money Management values their clients' trust and does not offer any compensation for testimonials.

Sinopoli Insurance Agency is a trusted insurance agency located at 30 Stockbridge Road in Great Barrington, Massachusetts. Our dedicated team provides a wide range of insurance products and services to meet the unique needs of our clients. Whether you are looking for auto, home, life, or business insurance, we are here to help you find the right coverage at the best possible price. With our personalized approach and commitment to customer satisfaction, you can trust Sinopoli Insurance Agency to protect what matters most to you. Contact us today to learn more about our insurance solutions.

Lane Asset Management is a reputable finance institution located at 3 Willard Hill Road in Stockbridge, Massachusetts, United States. With a focus on providing top-notch financial services, Lane Asset Management is dedicated to helping clients achieve their financial goals through expert advice and personalized investment strategies. With a team of experienced professionals, Lane Asset Management is committed to delivering exceptional service and building long-term relationships with their clients. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Lane Asset Management is here to help you every step of the way.